I work as an associate, chartered legal executive within the wills, trusts & probate team, with over 12 years’ experience in the field.
I predominately help clients who are elderly and vulnerable, particularly those who are unable to make important decisions for themselves. I’m also a keen equine enthusiast and provide inheritance tax and estate planning advice to clients with agricultural and equestrian assets.
In addition, I am a Fellow of the Chartered Institute of Legal Executives and returned to Willans in 2020 after heading up the wills, trusts & probate team at a Malvern-based firm. Prior to that, I worked at Willans for five years, latterly as a probate executive.
as a member of Solicitors for the Elderly, I’m experienced in supporting many elderly and vulnerable clients
inheritance tax advice and estate planning, particularly for clients who have agricultural and equestrian assets (as a full member of the Society of Trust & Estate Practitioners, I have taken higher qualification exams to become a specialist practitioner in this field).
Administration of a £5 million estate, consisting of multiple business assets
Management of complex and high value deputyship matters on behalf of trustees concerning vulnerable people
Advising clients and drafting their wills in a way to reduce the inheritance tax liability which would be owed on their estates to enable them to pass on more inheritance to their family.
Providing ongoing advice to the trustees of a large and complex personal injury trust
Assisting clients with complex deputyship applications through the Court of Protection.
"Thank you for devising my will and giving me peace of mind in that my children will have an element of financial security at some point in the future."
"...it is very much appreciated along with the time and hard work yourself and Willans have taken to assist us.
(We) really can not thank you enough as we couldn't have done this without your support."
"Many thanks for your timely and effective support. You have been a real help "
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